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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
FTI
676
Fiduciary Trust International
Massachusetts
$572K – – –
F
677
F3Logic
Minnesota
$571K -$14.5K -91 -3%
CFC
678
Coyle Financial Counsel
Illinois
$570K -$5.26K -33 -0.9%
DCM
679
Donaldson Capital Management
Indiana
$568K -$177K -1,113 -24%
TA
680
TFG Advisers
Michigan
$566K +$16.6K +104 +3%
I
681
IberiaBank
Louisiana
$566K +$97.2K +610 +22%
FA
682
FCG Advisors
New Jersey
$565K +$273K +1,712 +101%
MPCG
683
Matrix Private Capital Group
New York
$564K +$543K +3,406 New
AWM
684
Aevitas Wealth Management
Massachusetts
$563K +$32.5K +204 +6%
CIA
685
Capital Investment Advisors
Georgia
$561K +$2.71K +17 +0.5%
DACG
686
Donor Advised Charitable Giving
California
$558K +$2.87K +18 +0.5%
TIM
687
Tortoise Investment Management
New York
$558K +$21.5K +135 +4%
SWM
688
Southern Wealth Management
Texas
$558K +$537K +3,371 New
CP
689
Camelot Portfolios
Ohio
$555K +$11K +69 +2%
FPTW
690
Franklin, Parlapiano, Turner & Welch
Texas
$554K – – –
AF
691
Affiance Financial
Minnesota
$549K – – –
SFP
692
Strategic Financial Partners
Oregon
$548K +$527K +3,306 New
TI
693
tru Independence
Oregon
$545K +$753K +4,727 New
TFCP
694
Twin Focus Capital Partners
Massachusetts
$541K -$159K -1,000 -23%
GG
695
Gofen & Glossberg
Illinois
$540K – – –
FT
696
Fiduciary Trust
Massachusetts
$539K +$62.4K +392 +14%
WEC
697
Winslow Evans & Crocker
Massachusetts
$536K -$122K -764 -19%
MFG
698
Merit Financial Group
Georgia
$532K +$511K +3,210 New
BFO
699
Biltmore Family Office
North Carolina
$531K +$159 +1 +0%
RRC
700
Relaxing Retirement Coach
Massachusetts
$528K – – –
26 27
28
29 30